Nuveen Municipal Credit Income Fund - NZF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 3,608,808 | 45,398 | 0.0% | 0.0% | 1 | -592,390 | -14.1% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,154,922 | 39,688 | 0.0% | 0.0% | 2 | +26,119 | 0.83% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 2,169,085 | 27,287 | 0.0% | 0.0% | 3 | -231,538 | -9.64% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,825,921 | 22,970 | 0.0% | 0.0% | 4 | +96,067 | 5.55% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,770,141 | 22,268 | 0.16% | 0.14% | 5 | +184,833 | 11.66% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 1,327,751 | 16,703 | 0.58% | 0.72% | 6 | -248,763 | -15.78% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,094,266 | 13,765 | 0.0% | 0.0% | 7 | +53,554 | 5.15% | Q4 2025 | Feb 18, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 986,350 | 12,408 | 0.01% | 0.01% | 8 | -12,883 | -1.29% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 984,756 | 12,388 | 0.0% | — | 9 | +984,756 | New | Q4 2025 | Feb 17, 2026 |
| Melone Private Wealth, LLC | History | Added to | 865,452 | 10,887 | 4.62% | 4.61% | 10 | +55,883 | 6.9% | Q4 2025 | Jan 07, 2026 |
| LPL Financial LLC | History | Added to | 786,784 | 9,897 | 0.0% | 0.0% | 11 | +193,906 | 32.71% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 651,477 | 8,195 | 0.01% | 0.01% | 12 | +30,128 | 4.85% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 627,285 | 7,891 | 0.13% | 0.12% | 13 | +50,749 | 8.8% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 532,929 | 6,704 | 0.01% | 0.01% | 14 | -29,808 | -5.3% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | No change | 462,380 | 5,816 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 460,769 | 5,796 | 0.01% | 0.01% | 16 | +6,222 | 1.37% | Q4 2025 | Feb 06, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 452,589 | 5,693 | 0.71% | 0.65% | 17 | +36,208 | 8.7% | Q4 2025 | Jan 29, 2026 |
| Congress Park Capital LLC | History | Reduced | 425,000 | 5,346 | 1.6% | 2.05% | 18 | -100,000 | -19.05% | Q4 2025 | Jan 14, 2026 |
| StoneX Group Inc. | History | Added to | 409,195 | 5,147 | 0.22% | 0.21% | 19 | +22,110 | 5.71% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 366,463 | 4,610 | 0.02% | 0.02% | 20 | -1,399 | -0.38% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 360,918 | 4,540 | 0.01% | 0.01% | 21 | -9,183 | -2.48% | Q4 2025 | Mar 16, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Added to | 331,096 | 4,165 | 0.49% | 0.49% | 22 | +4,046 | 1.24% | Q4 2025 | Jan 27, 2026 |
| MACKAY SHIELDS LLC | History | Reduced | 324,502 | 4,082 | 0.14% | 0.6% | 23 | -1,081,921 | -76.93% | Q4 2025 | Jan 29, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 314,150 | 3,952 | 0.48% | 0.4% | 24 | +67,550 | 27.39% | Q4 2025 | Jan 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 309,591 | 3,894 | 0.0% | 0.0% | 25 | -1,389 | -0.45% | Q4 2025 | Feb 10, 2026 |
| COHEN & STEERS, INC. | History | No change | 305,295 | 3,841 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gridiron Partners, LLC | History | Reduced | 273,681 | 3,442 | 1.96% | 1.95% | 27 | -2,606,241 | -90.5% | Q4 2025 | Jan 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 254,005 | 3,195 | 0.0% | 0.0% | 28 | +204,692 | 415.09% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 251,123 | 3,159 | 0.0% | 0.0% | 29 | +46,166 | 22.52% | Q4 2025 | Feb 02, 2026 |
| KIM, LLC | History | No change | 250,000 | 3,145 | 0.25% | 0.27% | 30 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Added to | 245,944 | 3,093 | 0.24% | 0.22% | 31 | +23,587 | 10.61% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 240,728 | 3,028 | 0.0% | 0.0% | 32 | -5,370 | -2.18% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 236,418 | 2,974 | 0.0% | 0.0% | 33 | -18,278 | -7.18% | Q4 2025 | Feb 17, 2026 |
| North Ground Capital | History | Reduced | 223,536 | 2,812 | 1.4% | 1.98% | 34 | -32,964 | -12.85% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 219,510 | 2,761 | 0.01% | 0.01% | 35 | -105,794 | -32.52% | Q4 2025 | Feb 05, 2026 |
| Invesco Ltd. | History | Added to | 206,516 | 2,597 | 0.0% | 0.0% | 36 | +5,581 | 2.78% | Q4 2025 | Feb 19, 2026 |
| Prospera Financial Services Inc | History | Added to | 195,094 | 2,454 | 0.04% | 0.04% | 37 | +26,631 | 15.81% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 180,448 | 2,270 | 0.0% | 0.0% | 38 | +29,034 | 19.18% | Q4 2025 | Feb 10, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | New | 173,434 | 2,181 | 0.89% | — | 39 | +173,434 | New | Q4 2025 | Feb 13, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 162,989 | 2,050 | 0.29% | 0.3% | 40 | +2,051 | 1.27% | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 159,936 | 2,011 | 0.01% | 0.01% | 41 | +3,952 | 2.53% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 162,733 | 2,010 | 0.0% | 0.0% | 42 | -21,223 | -11.54% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 151,423 | 1,904 | 0.03% | 0.04% | 43 | -26,804 | -15.04% | Q4 2025 | Jan 13, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 150,728 | 1,896 | 0.51% | 0.51% | 44 | +873 | 0.58% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 140,302 | 1,765 | 0.01% | 0.01% | 45 | +35,426 | 33.78% | Q4 2025 | Feb 18, 2026 |
| Carson Advisory Inc. | History | Reduced | 134,060 | 1,686 | 0.88% | 0.91% | 46 | -457 | -0.34% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 132,667 | 1,668 | 0.01% | 0.01% | 47 | +51,020 | 62.49% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | No change | 132,003 | 1,668 | 0.0% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 118,124 | 1,486 | 0.71% | — | 49 | +118,124 | New | Q4 2025 | Jan 09, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 110,104 | 1,385 | 1.6% | — | 50 | +110,104 | New | Q4 2025 | Feb 17, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 108,521 | 1,365 | 0.8% | 0.87% | 51 | -9,954 | -8.4% | Q4 2025 | Jan 21, 2026 |
| Baird Financial Group, Inc. | History | Added to | 93,960 | 1,182 | 0.0% | 0.0% | 52 | +24,840 | 35.94% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 93,101 | 1,171 | 0.0% | 0.0% | 53 | +3,901 | 4.37% | Q4 2025 | Mar 25, 2026 |
| FF Advisors,LLC | History | Added to | 88,733 | 1,116 | 0.5% | 0.51% | 54 | +4,319 | 5.12% | Q4 2025 | Feb 13, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 79,985 | 1,006 | 0.17% | 0.15% | 55 | +12,664 | 18.81% | Q4 2025 | Jan 29, 2026 |
| World Investment Advisors | History | Added to | 77,379 | 973 | 0.02% | 0.02% | 56 | +13,405 | 20.95% | Q4 2025 | Mar 12, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 75,328 | 947 | 0.15% | 0.17% | 57 | -1,964 | -2.54% | Q4 2025 | Jan 23, 2026 |
| Gould Capital, LLC | History | Reduced | 73,165 | 920 | 0.57% | 0.58% | 58 | -1,667 | -2.23% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 70,197 | 883 | 0.0% | 0.0% | 59 | +3,503 | 5.25% | Q4 2025 | Feb 11, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 69,887 | 879 | 0.52% | — | 60 | +69,887 | New | Q4 2025 | Feb 11, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 69,380 | 873 | 0.03% | 0.03% | 61 | -2,894 | -4.0% | Q4 2025 | Feb 12, 2026 |
| Intellus Advisors LLC | History | Reduced | 69,025 | 868 | 0.12% | 0.12% | 62 | -878 | -1.26% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Added to | 66,030 | 830 | 0.0% | 0.0% | 63 | +13,211 | 25.01% | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 63,044 | 793 | 0.18% | 0.18% | 64 | +3,212 | 5.37% | Q4 2025 | Jan 09, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 60,755 | 764 | 0.46% | 0.49% | 65 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 59,964 | 762 | 0.0% | 0.0% | 66 | +2,239 | 3.88% | Q4 2025 | Jan 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 59,324 | 746 | 0.0% | 0.0% | 67 | +4,323 | 7.86% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 54,595 | 686 | 0.0% | 0.0% | 68 | +2,365 | 4.53% | Q4 2025 | Feb 17, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 53,192 | 669 | 0.02% | 0.03% | 69 | -5,275 | -9.02% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 53,072 | 667 | 0.0% | 0.0% | 70 | +3,977 | 8.1% | Q4 2025 | Feb 13, 2026 |
| MGB Wealth Management, LLC | History | Added to | 53,019 | 666 | 0.19% | 0.16% | 71 | +7,019 | 15.26% | Q4 2025 | Feb 17, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 52,734 | 663 | 0.28% | 0.36% | 72 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunpointe, LLC | History | Reduced | 50,441 | 634 | 0.21% | 0.24% | 73 | -1,543 | -2.97% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 49,368 | 621 | 0.0% | 0.0% | 74 | -9,521 | -16.17% | Q4 2025 | Feb 17, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 46,022 | 578 | 0.37% | 0.38% | 75 | -120 | -0.26% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 45,053 | 566 | 0.0% | 0.0% | 76 | +670 | 1.51% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 42,128 | 529 | 0.0% | 0.0% | 77 | +10,765 | 34.32% | Q4 2025 | Feb 12, 2026 |
| Palogic Value Management, L.P. | History | No change | 41,710 | 524 | 0.22% | 0.21% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 41,648 | 523 | 0.01% | 0.01% | 79 | +2,021 | 5.1% | Q4 2025 | Feb 17, 2026 |
| Rinkey Investments | History | No change | 40,925 | 514 | 0.13% | 0.14% | 80 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 40,409 | 508 | 0.09% | 0.09% | 81 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Indivisible Partners | History | New | 39,361 | 495 | 0.05% | — | 82 | +39,361 | New | Q4 2025 | Feb 03, 2026 |
| Plan Group Financial, LLC | History | Added to | 38,665 | 486 | 0.13% | 0.13% | 83 | +400 | 1.05% | Q4 2025 | Feb 03, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 38,400 | 483 | 0.59% | 0.01% | 84 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Allworth Financial LP | History | New | 38,342 | 482 | 0.0% | — | 85 | +38,342 | New | Q4 2025 | Feb 05, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 37,009 | 465 | 0.12% | 0.14% | 86 | -3,733 | -9.16% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 35,753 | 449 | 0.01% | 0.01% | 87 | -308 | -0.85% | Q4 2025 | Jan 29, 2026 |
| M Holdings Securities, Inc. | History | New | 34,567 | 435 | 0.03% | — | 88 | +34,567 | New | Q4 2025 | Feb 11, 2026 |
| River Street Advisors LLC | History | Added to | 34,431 | 433 | 0.16% | 0.1% | 89 | +13,000 | 60.66% | Q4 2025 | Jan 26, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 33,960 | 427 | 0.03% | 0.02% | 90 | +11,051 | 48.24% | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 33,383 | 419 | 0.01% | 0.01% | 91 | +15,893 | 90.87% | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 33,058 | 415 | 0.01% | 0.02% | 92 | +4,370 | 15.23% | Q4 2025 | Jan 20, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 32,633 | 410 | 0.02% | — | 94 | +32,633 | New | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 32,668 | 410 | 0.03% | 0.03% | 93 | +2,111 | 6.91% | Q4 2025 | Feb 03, 2026 |
| AlphaCore Capital LLC | History | Added to | 32,434 | 408 | 0.01% | 0.01% | 95 | +1,252 | 4.02% | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 31,590 | 397 | 0.01% | 0.01% | 96 | +3,400 | 12.06% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 31,004 | 390 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 30,039 | 377 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 29,794 | 374 | 0.01% | 0.01% | 99 | +673 | 2.31% | Q4 2025 | Jan 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 29,604 | 372 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| PFG Investments, LLC | History | Reduced | 29,237 | 367 | 0.02% | 0.02% | 101 | -2,863 | -8.92% | Q4 2025 | Jan 26, 2026 |
| Summit Financial Consulting LLC | History | Added to | 28,757 | 361 | 0.26% | 0.25% | 103 | +3,386 | 13.35% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 28,772 | 361 | 0.0% | 0.0% | 102 | -2,713 | -8.62% | Q4 2025 | Jan 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 28,400 | 357 | 0.01% | 0.01% | 104 | +1,500 | 5.58% | Q4 2025 | Jan 29, 2026 |
| Renasant Bank | History | Reduced | 28,300 | 356 | 0.24% | 0.31% | 105 | -10,751 | -27.53% | Q4 2025 | Jan 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 28,105 | 353 | 0.0% | 0.0% | 106 | -4,631 | -14.15% | Q4 2025 | Mar 09, 2026 |
| Balefire, LLC | History | Added to | 27,841 | 350 | 0.07% | 0.06% | 107 | +4,602 | 19.8% | Q4 2025 | Jan 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 27,745 | 349 | 0.01% | 0.01% | 109 | -2,155 | -7.21% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 27,799 | 349 | 0.0% | 0.0% | 108 | +21 | 0.08% | Q4 2025 | Jan 29, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 27,715 | 338 | 0.01% | 0.01% | 110 | +516 | 1.9% | Q4 2025 | Jan 28, 2026 |
| Global Retirement Partners, LLC | History | Added to | 26,585 | 334 | 0.01% | 0.0% | 111 | +21,534 | 426.33% | Q4 2025 | Feb 06, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 25,965 | 326 | 0.0% | 0.0% | 112 | -1,730 | -6.25% | Q4 2025 | Feb 11, 2026 |
| GSG Advisors LLC | History | Reduced | 25,843 | 325 | 0.08% | 0.16% | 114 | -22,182 | -46.19% | Q4 2025 | Jan 08, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 25,878 | 325 | 0.04% | 0.04% | 113 | +138 | 0.54% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | New | 25,495 | 320 | 0.0% | — | 115 | +25,495 | New | Q4 2025 | Feb 13, 2026 |
| Park Place Capital Corp | History | Reduced | 24,000 | 301 | 0.06% | 0.09% | 116 | -10,751 | -30.94% | Q4 2025 | Jan 09, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 23,856 | 300 | 0.11% | 0.11% | 118 | +712 | 3.08% | Q4 2025 | Feb 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 23,912 | 300 | 0.01% | 0.01% | 117 | +623 | 2.68% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 23,813 | 299 | 0.0% | 0.0% | 120 | -753 | -3.07% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | No change | 23,810 | 299 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 23,467 | 295 | 0.0% | 0.0% | 121 | +7,259 | 44.79% | Q4 2025 | Feb 17, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 23,221 | 292 | 0.18% | 0.24% | 122 | -7,970 | -25.55% | Q4 2025 | Jan 16, 2026 |
| Burford Brothers, Inc. | History | No change | 22,850 | 287 | 0.12% | 0.12% | 123 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kovack Advisors, Inc. | History | New | 22,753 | 286 | 0.01% | — | 124 | +22,753 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 22,674 | 285 | 0.0% | 0.0% | 125 | +11 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Arkos Global Advisors | History | Reduced | 22,258 | 280 | 0.04% | 0.04% | 126 | -3,333 | -13.02% | Q4 2025 | Feb 13, 2026 |
| Presper Financial Architects, LLC | History | Reduced | 22,126 | 278 | 0.16% | 0.18% | 127 | -2,840 | -11.38% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | New | 21,289 | 267 | 0.0% | — | 128 | +21,289 | New | Q4 2025 | Feb 11, 2026 |
| Realta Investment Advisors | History | No change | 20,502 | 257 | 0.08% | 0.09% | 129 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Atala Financial Inc | History | Reduced | 20,080 | 252 | 0.16% | 0.2% | 130 | -5,896 | -22.7% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 19,991 | 251 | 0.0% | 0.0% | 131 | -15,042 | -42.94% | Q4 2025 | Jan 30, 2026 |
| NWF Advisory Services Inc. | History | No change | 19,800 | 249 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 19,617 | 246 | 0.01% | 0.03% | 133 | -13,806 | -41.31% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 18,843 | 237 | 0.01% | — | 134 | +18,843 | New | Q4 2025 | Feb 23, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 18,674 | 234 | 0.01% | 0.01% | 135 | +432 | 2.37% | Q4 2025 | Jan 20, 2026 |
| Waverly Advisors, LLC | History | New | 18,215 | 229 | 0.0% | — | 137 | +18,215 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 18,006 | 229 | 0.0% | 0.0% | 138 | -8,549 | -32.19% | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 18,222 | 229 | 0.0% | 0.0% | 136 | -2,975 | -14.04% | Q4 2025 | Feb 02, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 17,900 | 225 | 0.04% | 0.05% | 139 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 17,697 | 222 | 0.13% | 0.15% | 140 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Merit Financial Group, LLC | History | Reduced | 17,357 | 218 | 0.0% | 0.0% | 141 | -2,518 | -12.67% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 17,243 | 216 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 16,990 | 213 | 0.12% | 0.22% | 143 | -12,500 | -42.39% | Q4 2025 | Jan 16, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Reduced | 16,589 | 208 | 0.13% | 0.14% | 144 | -836 | -4.8% | Q4 2025 | Jan 28, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 16,512 | 207 | 0.17% | 0.17% | 145 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 16,381 | 206 | 0.01% | 0.02% | 146 | -3,575 | -17.91% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 16,383 | 206 | 0.01% | 0.01% | 147 | +136 | 0.84% | Q4 2025 | Feb 10, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 16,386 | 206 | 0.05% | 0.05% | 148 | -64 | -0.39% | Q4 2025 | Jan 14, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 16,067 | 202 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ProVise Management Group, LLC | History | Added to | 15,922 | 200 | 0.01% | 0.01% | 150 | +1,860 | 13.23% | Q4 2025 | Jan 29, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 15,400 | 193 | 0.12% | 0.13% | 151 | -1,797 | -10.45% | Q4 2025 | Jan 29, 2026 |
| Family Manage LLC | History | No change | 14,889 | 187 | 0.02% | 0.03% | 152 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 14,815 | 186 | 0.0% | 0.0% | 153 | -693 | -4.47% | Q4 2025 | Feb 03, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 14,367 | 180 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sightline Wealth Advisors, LLC | History | New | 13,575 | 170 | 0.07% | — | 155 | +13,575 | New | Q4 2025 | Jan 26, 2026 |
| Marex Group plc | History | New | 13,200 | 166 | 0.0% | — | 157 | +13,200 | New | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 13,262 | 166 | 0.0% | 0.0% | 156 | -250 | -1.85% | Q4 2025 | Feb 18, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 13,108 | 164 | 0.0% | 0.0% | 158 | +735 | 5.94% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,072 | 164 | 0.0% | 0.0% | 159 | +324 | 2.54% | Q4 2025 | Feb 17, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 13,096 | 164 | 0.06% | 0.06% | 160 | +293 | 2.29% | Q4 2025 | Feb 09, 2026 |
| SFMG, LLC | History | No change | 12,680 | 159 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NOVEM GROUP | History | No change | 12,500 | 157 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 12,478 | 156 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Glen Eagle Advisors, LLC | History | New | 12,059 | 151 | 0.02% | — | 164 | +12,059 | New | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,667 | 146 | 0.0% | 0.0% | 165 | +51 | 0.44% | Q4 2025 | Jan 29, 2026 |
| COMMERCE BANK | History | Reduced | 11,580 | 145 | 0.0% | 0.0% | 166 | -2,000 | -14.73% | Q4 2025 | Feb 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 11,508 | 144 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Edge Financial Advisors LLC | History | Added to | 11,296 | 142 | 0.06% | 0.06% | 168 | +637 | 5.98% | Q4 2025 | Jan 28, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 11,319 | 142 | 0.1% | 0.12% | 169 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PCM Encore, LLC | History | New | 11,220 | 141 | 0.03% | — | 171 | +11,220 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 11,279 | 141 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | New | 11,000 | 140 | 0.02% | — | 173 | +11,000 | New | Q4 2025 | Feb 11, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 11,164 | 140 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Busey Bank | History | Reduced | 11,118 | 139 | 0.0% | 0.01% | 176 | -5,951 | -34.86% | Q4 2025 | Jan 27, 2026 |
| WESBANCO BANK INC | History | Reduced | 11,100 | 139 | 0.0% | 0.0% | 175 | -502 | -4.33% | Q4 2025 | Feb 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 11,001 | 139 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 11,030 | 138 | 0.0% | 0.0% | 177 | -19,572 | -63.96% | Q4 2025 | Feb 11, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 10,951 | 137 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Foster Group, Inc. | History | New | 10,599 | 133 | 0.0% | — | 179 | +10,599 | New | Q4 2025 | Jan 12, 2026 |
| Lantz Financial LLC | History | Reduced | 10,495 | 132 | 0.03% | 0.03% | 181 | -426 | -3.9% | Q4 2025 | Jan 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 10,550 | 132 | 0.0% | 0.0% | 180 | +296 | 2.89% | Q4 2025 | Feb 18, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 10,508 | 132 | 0.0% | 0.0% | 182 | +82 | 0.79% | Q4 2025 | Feb 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 10,165 | 127 | 0.01% | — | 183 | +10,165 | New | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 10,000 | 125 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Added to | 9,463 | 119 | 0.0% | 0.0% | 185 | +183 | 1.97% | Q4 2025 | Feb 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 8,000 | 100 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Coastline Trust Co | History | No change | 6,975 | 87 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| BESSEMER GROUP INC | History | New | 5,643 | 71 | 0.0% | — | 188 | +5,643 | New | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Added to | 5,256 | 66 | 0.0% | 0.0% | 189 | +256 | 5.12% | Q4 2025 | Feb 06, 2026 |
| Piscataqua Savings Bank | History | No change | 4,760 | 59 | 0.04% | 0.05% | 190 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bernard Wealth Management Corp. | History | No change | 4,600 | 57 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,495 | 56 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 4,330 | 54 | 0.0% | 0.0% | 193 | +107 | 2.53% | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,241 | 53 | 0.0% | 0.0% | 194 | +1,073 | 33.87% | Q4 2025 | Feb 02, 2026 |
| Investors Portfolio Services LLC | History | New | 3,463 | 43 | 0.04% | — | 196 | +3,463 | New | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | No change | 3,423 | 43 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 3,445 | 42 | 0.01% | — | 197 | +3,437 | 42962.5% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,300 | 41 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | No change | 3,199 | 40 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,730 | 34 | 0.0% | 0.0% | 200 | +18 | 0.66% | Q4 2025 | Jan 29, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 2,680 | 33 | 0.02% | — | 204 | +2,680 | New | Q4 2025 | Feb 18, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,644 | 33 | 0.0% | — | 203 | +2,644 | New | Q4 2025 | Feb 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 2,633 | 33 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | No change | 2,660 | 33 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2,581 | 32 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Noble Wealth Management PBC | History | No change | 2,601 | 32 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| HM PAYSON & CO | History | No change | 2,517 | 31 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 2,134 | 26 | 0.01% | 0.02% | 208 | -2,133 | -49.99% | Q4 2025 | Feb 04, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 2,044 | 25 | 0.0% | 0.0% | 209 | +51 | 2.56% | Q4 2025 | Jan 27, 2026 |
| ASSETMARK, INC | History | No change | 1,932 | 24 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,791 | 22 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,648 | 20 | 0.0% | — | 212 | +1,648 | New | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,643 | 20 | 0.0% | 0.0% | 214 | +577 | 54.13% | Q4 2025 | Jan 22, 2026 |
| BFSG, LLC | History | No change | 1,663 | 20 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,578 | 19 | 0.0% | — | 215 | +1,578 | New | Q4 2025 | Feb 03, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,500 | 18 | 0.0% | — | 217 | +1,500 | New | Q4 2025 | Jan 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,465 | 18 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Towne Trust Company, N.A | History | New | 1,351 | 16 | 0.0% | — | 218 | +1,351 | New | Q4 2025 | Jan 26, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 1,058 | 13 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,069 | 13 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Truvestments Capital LLC | History | No change | 1,000 | 12 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 917 | 11 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 860 | 10 | 0.0% | 0.0% | 225 | +716 | 497.22% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Added to | 805 | 10 | 0.0% | 0.0% | 224 | +9 | 1.13% | Q4 2025 | Jan 26, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 873 | 10 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WPG Advisers, LLC | History | Reduced | 734 | 9 | 0.01% | 0.01% | 227 | -319 | -30.29% | Q4 2025 | Jan 28, 2026 |
| EASTERN BANK | History | No change | 738 | 9 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DV EQUITIES, LLC | History | New | 700 | 8 | 0.0% | — | 229 | +700 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 693 | 8 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 650 | 8 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Scarborough Advisors, LLC | History | No change | 547 | 6 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GPS Wealth Strategies Group, LLC | History | Added to | 316 | 3 | 0.0% | 0.0% | 233 | +6 | 1.94% | Q4 2025 | Feb 06, 2026 |
| MOTCO | History | No change | 286 | 3 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fiera Capital Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -407,339 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -31,437 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Hayek Kallen Investment Management | History | Closed out | 0 | 0 | — | 0.1% | — | -24,605 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,696 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,149 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Williams Jones Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,747 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JAMES INVESTMENT RESEARCH, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -18,248 | -100.0% | Q3 2025 | Oct 31, 2025 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -12,949 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Permanent Capital Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -11,397 | -100.0% | Q3 2025 | Oct 17, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,285 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,991 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Orange Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,500 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Trademark Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,447 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,215 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Formidable Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,094 | -100.0% | Q3 2025 | Oct 29, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -5,027 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,041 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,232 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,860 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,834 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,600 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -746 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -642 | -100.0% | Q3 2025 | Nov 12, 2025 |